Sun Life · 20 hours ago
Advisor Trainee- Advisor Development Program
Centre County, PA
Full-time
Hybrid
New GradSun Life is a company dedicated to making life brighter for its clients and communities. They are seeking an Advisor Trainee for their Advisor Development Program, which is a temporary position designed to prepare individuals for a successful career in financial advice by providing hands-on experience, personalized coaching, and access to digital tools.
FinanceFinancial ServicesInsurance
Responsibilities
Work out of a local Sun Life District office
Gain knowledge of Sun Life products, tools, processes and practical skills working directly with Sun Life Clients
Obtain dual licensing in insurance and mutual fund
Gain experience handling inbound and outbound calls providing holistic life, health, and wealth solutions to new and existing Sun Life Clients
Complete business development activities and start to identify your personal market opportunities
Execute key activities in preparation for graduation from the program and launch of your advisor career
Your time will be split between working within Prospr advisor team (reporting to an ADP Sales Manager) and gaining exposure to the role of a standalone advisor (working with the local Sun Life District leadership team)
Qualification
Required
Has LLQP license or has completed all course/exam requirements
Has a history of achievements (professional, academic, athletics, etc.)
Has strong knowledge and passion of retail insurance and investment products
Is self-motivated with a strong work ethic
Enjoys engaging, developing and maintaining relationships with people
Has excellent communication skills, both verbal and written
Has the ability to motivate others to action
Preferred
Mutual Fund License or course/exam completion
Demonstrated ability to motivate others to action
Business development skills
Benefits
Competitive salary and incentives including licensing fee support
Hands-on experience that builds confidence and business expertise
A supportive environment with dedicated sales managers and local Sun Life district leadership team focused on your professional development and long-term success
Access to innovative digital tools to help you stay connected, stay informed and stay ahead – for your Clients
A culture that celebrates excellence and inclusivity
A purpose-driven career helping people in your community become more financially secure
The potential to transition into an Advisor role or join an existing advisory team upon successful completion of the program
Company
Sun Life
Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives.
Founded in 1865
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.05B2024-05-13Post Ipo Debt· $548.79M
2023-07-04Post Ipo Debt· $500M
2000-03-24IPO
Leadership Team
Kevin Strain
President & CEO
Luc Nhon Ly
Chief Executive Officer
Recent News
2025-12-02
MarketScreener
2025-12-02
South China Morning Post
2025-11-27
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